We are running a trial of the Investext database. Investext provides the full text of investment analyst reports from major investment banking firms, as well as company and industry reports from major business information providers. Analyst reports are used in the real world to inform security buyers’ purchasing decisions, and in educational settings, in accounting and finance classes to help inform company and industry financial research projects.
Investext is provided as an add-on to our existing Mergent Online subscription. Login to the database, and look for the Investext tab at the far right side.
Once in the database, pick a date range, and then use one or more criteria to search. Possible criteria include company name/ticker, country, keyword, industry, report style, contributor (i.e. brokerage house), among others. Pick one or more criteria, hit the Submit button, then hit the View link to display your search results.
Examples:
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I searched for “best buy” in company name for the last 90 days, and got a list of 129 results, including analyst reports, company, and industry reports.
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I used the Industry criteria and used the included lookup list to select Consumer Cyclicals>Specialty Retailers>Computer & Electronics Retailers, also for the last 90 days. I found 1716 results.
For best results, combine multiple criteria to tune the results to a manageable number. Reports are provided in PDF format.
This trial runs through November 15th. Please take the database for a spin and send me any questions or your recommendation on whether we should subscribe by then.
John Heintz, Data Services Librarian, jpheintz@stthomas.edu, 651-962-4646.
